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Client Service Specialist
Job Description Jones, Cannon and Scofield, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Service Specialist to join our team in our Dallas or Houston, TX office. The Client Service Specialist will provide general and specialized operations/administrative support as required by advisors. The client experience and relationship model will be used as the metric for all execution and support. This person will assist in gathering and analyzing client data, helping prepare financial plans, working with clients to process transactions and trades and any other support needed by advisors and clients for an exceptional service experience. Responsibilities Provide general adm


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